ACM

Armbruster Capital Management Portfolio holdings

AUM $596M
1-Year Est. Return 17.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Sells

1 +$2.75M
2 +$1.92M
3 +$742K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$674K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$484K

Sector Composition

1 Technology 2.12%
2 Healthcare 1.66%
3 Consumer Staples 1.6%
4 Financials 1.24%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-59
277
-48